See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,608 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,191 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,741 | $106,028-38.0% | $146,958-55.3% | $77,643-15.3% |
| Participation rate | 75.1% | 78.4%-3.3pp | 82.2%-7.0pp | 70.6%+4.5pp |
| Annual return | 14.16% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,628 | $4,063-59.9% | $4,933-67.0% | $2,726-40.3% |
| Participant deferral / active EE | $4,401 | $7,990-44.9% | $8,070-45.5% | $4,647-5.3% |
| Admin fee / account holder | $154 | $337-54.5% | $12,998-98.8% | $430-64.3% |